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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,070 | $64,311-92.1% | $57,356-91.2% | $125,389-96.0% |
| Participation rate | 45.5% | 78.6%-33.2pp | 75.1%-29.6pp | 83.2%-37.7pp |
| Annual return | -1.80% | 25.14%-26.9pp | 24.41%-26.2pp | 282.24%-284.0pp |
| Employer contribution / active EE | $422 | $3,193-86.8% | $2,689-84.3% | $4,866-91.3% |
| Participant deferral / active EE | $749 | $3,846-80.5% | $3,162-76.3% | $5,352-86.0% |
| Admin fee / account holder | $0 | $5,243-100.0% | $3,357-100.0% | $9,541-100.0% |